Mariner Wealth Advisors (Cincinnati)’s General Motors GM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-31,154
| Closed | -$1.23M | – | 293 |
|
|
2018
Q2 | $1.23M | Sell |
31,154
-26
| -0.1% | -$1.02K | 0.07% | 121 |
|
|
2018
Q1 | $1.13M | Hold |
31,180
| – | – | 0.07% | 124 |
|
|
2017
Q4 | $1.28M | Buy |
31,180
+25,004
| +405% | +$1.02M | 0.08% | 111 |
|
|
2017
Q3 | $249K | Buy |
+6,176
| New | +$249K | 0.02% | 242 |
|
|
2016
Q2 | – | Sell |
-6,695
| Closed | -$210K | – | 252 |
|
|
2016
Q1 | $210K | Buy |
+6,695
| New | +$210K | 0.02% | 227 |
|